All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2023-10-26? to Tue 2025-07-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPY × |
+3.88%
2025-07-01 |
11.21 TRR
2025-07-01 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
JEPQ × |
−1.63%
2025-07-01 |
1.338 TRR
2025-07-01 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
GPIQ × |
+3.43%
2025-07-01 |
1.433 TRR
2025-07-01 |
||||
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
BBHY × |
+1.96%
2025-07-01 |
1.116 TRR
2025-07-01 |
||||
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
GPIX × |
+2.27%
2025-07-01 |
1.378 TRR
2025-07-01 |
||||
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Thu 2023-10-26? to Tue 2025-07-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPY × |
+46.31%
+25.41%/yr |
+15.77%/yr
(R2=0.685) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
JEPQ × |
+36.02%
+20.08%/yr |
+12.69%/yr
(R2=0.615) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
GPIQ × |
+43.35%
+23.89%/yr |
+14.28%/yr
(R2=0.668) |
||||
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
BBHY × |
+16.12%
+9.30%/yr |
+6.13%/yr
(R2=0.786) |
||||
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
GPIX × |
+37.76%
+20.99%/yr |
+13.66%/yr
(R2=0.698) |
||||
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Thu 2023-10-26? to Tue 2025-07-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPY × |
$10,000.00
2023-10-26 |
$14,631.06
2025-07-01 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2023-10-26 |
$13,602.12
2025-07-01 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
GPIQ × |
$10,000.00
2023-10-26 |
$14,334.50
2025-07-01 |
||||
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
BBHY × |
$10,000.00
2023-10-26 |
$11,612.02
2025-07-01 |
||||
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
GPIX × |
$10,000.00
2023-10-26 |
$13,776.11
2025-07-01 |
||||
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | SPY | JEPQ | GPIQ | BBHY | GPIX |
---|---|---|---|---|---|
2025 (YTD) | +3.88% | −1.63% | +3.43% | +1.96% | +2.27% |
2024 | +21.39% | +21.39% | +19.75% | +4.81% | +18.35% |
2023 | +22.09% | +31.83% | +15.73% | +8.34% | +13.81% |
2022 | −23.14% | −15.02% | — | −15.80% | — |
2021 | +20.26% | — | — | −2.94% | — |
2020 | +16.74% | — | — | +3.94% | — |
2019 | +28.29% | — | — | +11.80% | — |
2018 | −6.36% | — | — | −4.33% | — |
2017 | +19.19% | — | — | +4.35% | — |
2016 | +9.73% | — | — | +1.71% | — |
2015 | +0.50% | — | — | — | — |
2014 | +12.61% | — | — | — | — |
2013 | +30.35% | — | — | — | — |
2012 | +14.01% | — | — | — | — |
2011 | −1.04% | — | — | — | — |
2010 | +13.36% | — | — | — | — |
2009 | +23.01% | — | — | — | — |
2008 | −36.86% | — | — | — | — |
2007 | +1.01% | — | — | — | — |
2006 | +13.00% | — | — | — | — |
2005 | +1.35% | — | — | — | — |
2004 | +7.20% | — | — | — | — |
2003 | +25.81% | — | — | — | — |
2002 | −23.40% | — | — | — | — |
2001 | −13.10% | — | — | — | — |
2000 | −12.70% | — | — | — | — |
1999 | +17.24% | — | — | — | — |
1998 | +26.66% | — | — | — | — |
1997 | +31.24% | — | — | — | — |
1996 | +18.55% | — | — | — | — |
1995 | +34.64% | — | — | — | — |
1994 | −2.22% | — | — | — | — |
1993 | +6.30% | — | — | — | — |
Thu 2023-10-26? to Tue 2025-07-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPY × | −0.04% |
−19.12%
2025-04-08 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
JEPQ × | −5.05% |
−20.42%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
GPIQ × | −1.41% |
−21.40%
2025-04-08 |
||||
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
BBHY × | −0.54% |
−5.28%
2025-04-08 |
||||
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
GPIX × | −0.88% |
−17.87%
2025-04-08 |
||||
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||